Role Purpose

The EA team is primarily responsible for the delivery of support to the Client Investment Managers in the Client Service Team based both in Edinburgh and Boston.

Working with a wide range of internal stakeholders and directly with clients and consultants to ensure the smooth organisation of conference calls, in house meetings and complex international travel.

Key Responsibilities

• EA to Client Service Investment Managers to include management of all diary activities, and the setting up of calls and meetings as well as travel
• Email management for Client Investment Managers (‘CIM’) when out of the office as required
• Contact for all clients, consultants and prospects for internal and external meetings and conference calls 
• Set up and organise quarterly review calls and in-house meetings for clients and consultants
• Work alongside CIM ensuring that they are kept appraised of all relevant issues relating to clients. This also extends to any Investment Managers who are conducting client related meetings/calls
• Produce relevant documents, briefing papers, reports and presentations for all meetings, calls and trips
• Co-ordination of global travel in line with the firm’s policy to include CS/CM & ad-hoc Investment Team CS trip.
• Process expenses through the PeopleSoft system
• Maintain and log records of gifts and entertainment following the Walter Scott Gifts & Entertainment Policy
• Responsible for logging of events, roadshows, file notes, contact updates etc. in Salesforce
• Provide cover and support for other members of the EA team as and when required

Additional Responsibilities

• Answer incoming queries in a timely and professional manner and draw upon the resources of other departments to solve client queries and issues
• Ensure all correspondence with clients are dealt with appropriately and filed electronically in accordance with Walter Scott filing and Salesforce procedures
• Assist with Client Service/Management team tasks as and when required, this could include participation in firm wide projects as the Client Service/Management representative 

Technical Skills & Knowledge

• Working knowledge of Word, Excel and PowerPoint
• Working knowledge of Outlook
• Working knowledge of internal systems including Eagle and Salesforce
• Understanding of business communications, including style and format of letters, presentations and reports
• Understanding of office procedures and methods including telephone communications, office systems and record keeping

Academic or Professional Qualifications

• Degree educated or equivalent
• Financial Services experience advantageous

Application

To ensure a fair and inclusive interview process, we encourage all applicants to inform us of any adjustments or adaptations they may require to fully participate. Your comfort and accessibility are important to us.

About Us

Established in 1983, Walter Scott is an investment management business built to deliver long-term success. We think of growth in decades and consider impact for generations, ignoring the volatility of the moment and the results of the day.

Our portfolio management philosophy is tried and tested: we focus solely on equity investments, holding stock only in high-quality, market-leading businesses that can generate sustainable growth for our clients. By keeping our strategy straightforward, we can go deeper in our research and further for our clients.

It’s an approach that begins and ends with doing the right thing. For the institutional clients we serve around the world – protecting and enhancing their assets. For our community – supporting causes with tangible outcomes for people in Edinburgh, and beyond. And for the 180 employees who make it all possible – fostering a close-knit culture, nurturing personal growth and offering truly rewarding careers.